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Sequences

Rep-owned sales cadences: a linear run of touches that stops the moment the contact replies.

Salesabout 6 min
By the end you'll be able to
  • Build a cadence mixing automatic emails with manual tasks
  • Enrol contacts by hand or automatically from deal activity
  • Know exactly when a sequence stops

Walk through it

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  1. Sequences are one-to-one sales follow-up owned by a rep, not marketing broadcasts. They run in a straight line, and a reply ends them — which is the whole point. For branching logic and marketing sends, use a workflow instead.

    Open Sequences
Good to know
  • A reply stops the sequence for that contact — no further steps fire.
  • Somebody already in a sequence is not enrolled again, so overlapping triggers cannot double up on them.
  • A deal or company workflow that hands off to a contact sequence enrols the primary contact.
Common questions

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